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The Best Short-Term Bond Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Short-Term Bond mutual funds.


Category is Short-Term Bond
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
American Funds Preservation PortfolioShort-Term BondMay 18, 20120.61%
-0.39%
1.68%
3.53%
85
Catholic Responsible Investments Short Duration Bo...Short-Term BondDec 2, 20210.35%
-0.16%
3.95%
96
Catholic Responsible Investments Opportunistic Bon...Short-Term BondDec 2, 20210.56%
-0.12%
4.12%
95
Calvert Short Duration Income FundShort-Term BondJan 31, 20020.76%
-0.37%
2.73%
4.07%
94
AB Taxable Multi-Sector Income SharesShort-Term BondSep 15, 20100.00%
0.01%
2.51%
4.16%
97
Calamos Short-Term Bond FundShort-Term BondSep 19, 20180.40%
-0.19%
4.22%
96
DoubleLine Low Duration Bond FundShort-Term BondSep 30, 20110.41%
0.36%
2.88%
4.19%
99
DWS Short Duration FundShort-Term BondDec 23, 19980.50%
-0.12%
2.84%
5.57%
97
DFA Short-Duration Real Return PortfolioShort-Term BondNov 5, 20130.22%
0.86%
3.20%
4.61%
99
DFA Two-Year Fixed Income PortfolioShort-Term BondJun 6, 19960.21%
0.89%
2.44%
2.94%
86
DFA Short-Term Extended Quality PortfolioShort-Term BondMar 4, 20090.19%
0.28%
1.90%
3.94%
99
Diamond Hill Short Duration Securitized Bond FundShort-Term BondJul 5, 20160.83%
0.75%
5.72%
99
Diamond Hill Short Duration Securitized Bond Fund ...Short-Term BondJul 5, 20160.53%
0.82%
5.98%
99
Destinations Low Duration Fixed Income FundShort-Term BondMar 20, 20170.93%
1.24%
5.50%
98
DoubleLine Low Duration Bond Fund Class NShort-Term BondSep 30, 20110.70%
0.32%
2.61%
3.96%
98
BNY Mellon Short Term Income FundShort-Term BondAug 18, 19920.60%
-0.59%
2.01%
4.28%
89
DFA Targeted Credit PortfolioShort-Term BondMay 20, 20150.20%
-0.28%
2.06%
3.79%
92
Delaware Limited-Term Diversified Income FundShort-Term BondNov 25, 19850.64%
-0.28%
2.09%
3.62%
94
Dynamic Short Term Credit PLUS FundShort-Term BondNov 15, 20241.32%
-0.33%
5.72%
93
Eaton Vance Limited Duration Income FundShort-Term BondMay 30, 20030.04%
-2.49%
5.76%
9.28%
11

Rows per page

21–40 of 140

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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